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Relationship Manager

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Onsite

Relationship Manager

Bonanza Portfolio Ltd

Relationship Manager

3 years ago

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Important information


Contract type:

Permanent

Location:

Mumbai, Maharashtra, India

Work mode:

Onsite

Published on:

14 October 2026

What they need


Job highlights

  • . Graduate . 2-5 years . Good communication skills . Strong analytical skills .

  • Regular updates to the immediate superior as a when required

  • New client acquisition, building new relationships and increasing depth in existing relationships with clients.

  • Selling online broking accounts- Demat account, trading account.

  • Identifying customer needs, assessing their appetite and providing them investment options.

  • Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.

  • Achieving targets as assigned by the organisation on a monthly basis.

  • Migrating offline clients to do online trading.

  • Regular updates to the immediate superior as a when required.

  • Graduate

  • 2-5 years

  • Good communication skills

  • Strong analytical skills

  • Customer orientation

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